POST
Packaged Foods · Consumer Defensive
Analyst
Mizuho Securities
Equibles does not estimate personal net worth.
John Joseph Baumgartner is recorded as Analyst at Mizuho Securities. John Joseph Baumgartner has spoken on 15 earnings calls across 9 companies, most recently for Post Holdings, Inc. on May 8, 2026. Those appearances were for Post Holdings, Inc. (POST), Life Time Group Holdings, Inc. (LTH), Bellring Brands, Inc. (BRBR), Hershey Co (HSY), Simply Good Foods Co (SMPL) and 4 other companies. The companies whose calls John Joseph Baumgartner spoke on are classified in the Consumer Defensive and Consumer Cyclical sectors.
“Good morning. for the question um maybe you know first off just to rob you know really fun ride for the past decade and just you know many thanks for all your insights and interactions over the years it was really you know great learning experience so you know thank you and all the best in your future endeavors um and…”
“You spoke to your price gaps relative to other premium eggs, but I'm wondering if you cut the drivers differently in terms of the balance of pressure here, To what extent are you seeing pressure on vitals buy rate where you need these price adjustments to get folks back into your brand relative to responding to maybe…”
“Maybe first off, Eric, I wanted to come back to your outlook for memberships growth. You know, placing the qualified memberships to the side, can you speak to the mix from that bucket of all other memberships?”
“Thanks for the question. um darcy i wanted to revisit your comments on innovation between nutrition credentials and even surgeons bringing more of a beverage experience you know historically premiering the category have differentiated through protein content and flavor variety and i guess i'm hearing the strategy is…”
“Kirk, I just wanted to come back to premium chocolate. At Investor Day, there was reference to Brookside, And that seemed to be differentiated when it was acquired, but it ended up stalling out on competition.”
Mizuho Securities
Analyst
Source not stated
POST
Packaged Foods · Consumer Defensive
Packaged Foods · Consumer Defensive
HSY
Confectioners · Consumer Defensive
SMPL
Packaged Foods · Consumer Defensive
VITL
Farm Products · Consumer Defensive
HLF
Packaged Foods · Consumer Defensive